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Name Holding Trade Value Shares
Change
Change in
Stake
COCM
301
Charter Oak Capital Management
New Hampshire
$12K +$7.99K +100 New
CWA
302
Clearview Wealth Advisors
Oregon
$12K +$7.99K +100 New
GWM
303
Geneos Wealth Management
Colorado
$11K
PCH
304
Polar Capital Holdings
United Kingdom
$9.93K +$6.66M +83,315 New
WIM
305
Westside Investment Management
California
$9.6K -$82.2K -1,029 -41%
ST
306
Smithfield Trust
Pennsylvania
$9K +$5.99K +75 New
HPC
307
HM Payson & Co
Maine
$8K -$3.04K -38 -35%
AWM
308
AllSquare Wealth Management
New York
$8K
GAM
309
Gemmer Asset Management
California
$7K
CA
310
Clearstead Advisors
Ohio
$7K +$4.39K +55 New
RIM
311
Rockbridge Investment Management
New York
$7K +$4.47K +56 New
CFA
312
Carroll Financial Associates
North Carolina
$7K +$4.96K +62 New
MIFH
313
Migdal Insurance & Financial Holdings
Israel
$7K +$4.96K +62 New
MA
314
MCF Advisors
Kentucky
$6K -$4K -50 -50%
BCM
315
Blume Capital Management
California
$6K
CA
316
Centerpoint Advisors
Massachusetts
$6K
TCM
317
Tradewinds Capital Management
Washington
$6K
MCM
318
Manchester Capital Management
Vermont
$6K +$879 +11 +29%
LJHT
319
Laurie J. Hall Trustee
$6K +$4K +50 New
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$6K +$4K +50 New
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$4K +50 New
ADL
322
Asset Dedication LLC
California
$5K
AWM
323
Atticus Wealth Management
Florida
$5K
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$3.2K +40 New
HI
325
Hudock Inc
Pennsylvania
$4K -$959 -12 -23%